Capstan Financial Consulting Group - Sarasota (FL)

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

TED GLIPTIS Very pleasant and attentive

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.

Michael Hawkes Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team